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Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,029 | $178,174-80.9% | $156,181-78.2% | $137,256-75.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.97% | 84.19%-71.2pp | 64.87%-51.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,478 | $4,972-70.3% | $4,294-65.6% | $4,156-64.4% |
| Participant deferral / active EE | $2,023 | $6,888-70.6% | $6,132-67.0% | $6,407-68.4% |
| Admin fee / account holder | $150 | $17,404-99.1% | $14,586-99.0% | $12,270-98.8% |